Arete Wealth Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
+41,500
| New | +$3.04M | 0.22% | 94 |
|
|
2023
Q2 | – | Sell |
-7,595
| Closed | -$347K | – | 683 |
|
|
2023
Q1 | $347K | Sell |
7,595
-9
| -0.1% | -$411 | 0.03% | 434 |
|
|
2022
Q4 | $314M | Sell |
7,604
-145
| -2% | -$5.98M | 0.03% | 447 |
|
|
2022
Q3 | $276K | Buy |
7,749
+776
| +11% | +$27.6K | 0.03% | 423 |
|
|
2022
Q2 | $249K | Sell |
6,973
-138
| -2% | -$4.93K | 0.03% | 377 |
|
|
2022
Q1 | $326K | Sell |
7,111
-351
| -5% | -$16.1K | 0.03% | 358 |
|
|
2021
Q4 | $393K | Buy |
7,462
+137
| +2% | +$7.22K | 0.03% | 332 |
|
|
2021
Q3 | $379K | Sell |
7,325
-19
| -0.3% | -$983 | 0.04% | 291 |
|
|
2021
Q2 | $349K | Buy |
7,344
+62
| +0.9% | +$2.95K | 0.05% | 244 |
|
|
2021
Q1 | $307K | Buy |
7,282
+243
| +3% | +$10.2K | 0.04% | 314 |
|
|
2020
Q4 | $265K | Sell |
7,039
-1,600
| -19% | -$60.2K | 0.04% | 326 |
|
|
2020
Q3 | $270K | Sell |
8,639
-1,614
| -16% | -$50.4K | 0.04% | 306 |
|
|
2020
Q2 | $228K | Buy |
+10,253
| New | +$228K | 0.04% | 335 |
|